Powell Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 287 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$871,391
-6.2%
24,847
-0.8%
0.52%
-3.5%
Q2 2023$929,226
-1.2%
25,060
+1.3%
0.54%
+3.8%
Q1 2023$940,397
-3.0%
24,747
+1.0%
0.52%
-7.1%
Q4 2022$969,312
+13.0%
24,490
+1.3%
0.56%0.0%
Q3 2022$858,000
-10.2%
24,183
+1.1%
0.56%
-2.8%
Q2 2022$955,000
+6.8%
23,924
+17.6%
0.58%
+11.3%
Q1 2022$894,000
+6.0%
20,335
+1.5%
0.52%
+8.6%
Q4 2021$843,000
+7.8%
20,042
+0.3%
0.48%
-0.8%
Q3 2021$782,000
-1.4%
19,982
+1.0%
0.48%
-0.8%
Q2 2021$793,000
+5.0%
19,793
+1.0%
0.49%
-1.4%
Q1 2021$755,000
+17.4%
19,603
+0.5%
0.49%
+1.0%
Q4 2020$643,000
+196.3%
19,508
+121.6%
0.49%
+85.9%
Q1 2020$217,0008,8030.26%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 9,663,848$338,911,1499.00%
COWA, LLC 330,817$11,607,4507.84%
Hapanowicz & Associates Financial Services, Inc 296,162$10,386,3947.38%
PRUDENTIAL PLC 16,633,558$583,338,8796.48%
Gunma Bank,Ltd. 215,000$7,5405.49%
Sonoma Private Wealth LLC 84,207$2,953,1485.38%
Curran Financial Partners, LLC 340,940$11,956,7515.21%
Erickson Financial Group, LLC 153,991$5,400,4645.05%
Hibernia Wealth Partners, LLC 166,719$5,846,8374.53%
Sage Advisory Services, Ltd.Co. 444,725$15,597,0004.36%
View complete list of SPDR SER TR shareholders